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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT ADVIS Service code 28 · EIN 82-1364595 | Investment Management | $37,500 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,676 |
WEAVER AND TIDWELL, LLP1 year Service code 28 · EIN 75-0786316 | Investment Management | $6,750 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,505 | $65,118+66.6% | $76,768+41.3% | $55,725+94.7% |
| Participation rate | 97.3% | 79.6%+17.7pp | 77.0%+20.3pp | 70.9%+26.4pp |
| Annual return | -5.76% | -1.27%-4.5pp | 2.43%-8.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $4,677 | $1,941+141.0% | $2,485+88.2% | $2,078+125.1% |
| Participant deferral / active EE | $7,252 | $3,688+96.6% | $3,852+88.3% | $3,356+116.1% |
| Admin fee / account holder | $70 | $116-39.5% | $6,675-99.0% | $115-39.2% |